$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2023
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Malone Financial Planning LLC
Malone Financial Planning is a Texas-based independent financial planning firm focused on guiding women through major life transitions (career changes, business ownership, relationship change, retirement). The firm provides fiduciary, product-agnostic advice and planning, and implements diversified portfolios using ETFs and fixed income. Member of the XY Planning Network.
Team overview
33 AVG AGE
$2.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
Katherine Louise Malone
Chief Compliance Officer, Owner
- CRD
- #7494707
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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